Montag & Associates’s Stellantis STLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,008
Closed -$39.9K 1047
2024
Q2
$39.9K Buy
2,008
+122
+6% +$2.42K ﹤0.01% 629
2024
Q1
$53.4K Hold
1,886
﹤0.01% 581
2023
Q4
$44K Hold
1,886
﹤0.01% 599
2023
Q3
$36.1K Hold
1,886
﹤0.01% 596
2023
Q2
$33.1K Buy
1,886
+134
+8% +$2.35K ﹤0.01% 614
2023
Q1
$31.9K Hold
1,752
﹤0.01% 611
2022
Q4
$24.9K Hold
1,752
﹤0.01% 634
2022
Q3
$21K Hold
1,752
﹤0.01% 657
2022
Q2
$22K Buy
1,752
+118
+7% +$1.48K ﹤0.01% 632
2022
Q1
$27K Hold
1,634
﹤0.01% 646
2021
Q4
$31K Hold
1,634
﹤0.01% 636
2021
Q3
$31K Hold
1,634
﹤0.01% 630
2021
Q2
$32K Buy
1,634
+36
+2% +$705 ﹤0.01% 607
2021
Q1
$28K Buy
1,598
+11
+0.7% +$193 ﹤0.01% 632
2020
Q4
$29K Buy
+1,587
New +$29K ﹤0.01% 599